Advisory Alpha’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Advisory Alpha’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,758	Closed	-$225K	–	339
2023 Q1	$225K	Sell	3,758 -184	-5%	-$10.9K	0.01%	257
2022 Q4	$231K	Buy	+3,942	New	+$230K	0.02%	236
2022 Q2	–	Sell	-7,020	Closed	-$442K	–	278
2022 Q1	$442K	Buy	+7,020	New	+$454K	0.03%	184
2018 Q4	–	Sell	-4	Closed	–	–	181
2018 Q3	$0	Hold	4	–	–	﹤0.01%	155
2018 Q2	$0	Buy	+4	New	+$250	﹤0.01%	158
2017 Q4	–	Sell	-35,280	Closed	-$2.27M	–	145
2017 Q3	$2.27M	Sell	35,280 -716	-2%	-$46.5K	0.64%	35
2017 Q2	$2.33M	Sell	35,996 -13,563	-27%	-$878K	0.68%	35
2017 Q1	$3.19M	Buy	49,559 +1,657	+3%	+$106K	1.1%	25
2016 Q4	$3.07M	Buy	+47,902	New	+$3.12M	1.24%	25

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Advisory Alpha's VGIT Position: Q2 2023 in Review

Advisory Alpha sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023, closing a stake of 3,758 shares — an estimated $225K sold.

Advisory Alpha first reported a position in VGIT in Q4 2016 and held it in 9 quarters. The position peaked at $3.19M in Q1 2017. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

Advisory Alpha reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Advisory Alpha sold 3,758 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $225K.
Advisory Alpha first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2016 and held it in 9 quarters.
Advisory Alpha's Vanguard Intermediate-Term Treasury ETF position peaked at $3.19M in Q1 2017.
555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on Advisory Alpha's 13F filing for Q2 2023, filed 25 Jul 2023.